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iShares Core S&P Total US Stock Market ETF

992 hedge funds and large institutions have $26.4B invested in iShares Core S&P Total US Stock Market ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 413 increasing their positions, 325 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

377% more call options, than puts

Call options by funds: $9.94M | Put options by funds: $2.08M

27% more repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 325

1.81% more ownership

Funds ownership: 62.4%64.21% (+1.8%)

7% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 81

0% more funds holding in top 10

Funds holding in top 10: 134134 (0)

1% less funds holding

Funds holding: 1,001992 (-9)

3% less capital invested

Capital invested by funds: $27.4B → $26.4B (-$942M)

Holders
992
Holders Change
-9
Holders Change %
-0.9%
% of All Funds
16.71%
Holding in Top 10
134
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.26%
New
87
Increased
413
Reduced
325
Closed
81
Calls
$9.94M
Puts
$2.08M
Net Calls
+$7.86M
Net Calls Change
-$9.35M
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
851
M&R Capital Management
New Jersey
$169K +$91 +1 +0%
AP
852
Arlington Partners
Alabama
$168K -$5.94M -65,154 -97%
BBHC
853
Brown Brothers Harriman & Co
New York
$168K
CG
854
Cutler Group
California
$159K +$155K +1,701 +851%
FDCDDQ
855
Federation des caisses Desjardins du Quebec
Quebec, Canada
$151K +$37.8K +415 +30%
ANBT
856
American National Bank & Trust
Texas
$150K +$137K +1,505 +519%
GC
857
Garde Capital
Washington
$143K +$32.2K +353 +26%
FFA
858
Founders Financial Alliance
North Carolina
$141K -$17.5K -192 -10%
CC
859
Corsicana & Co
Texas
$138K
WFA
860
West Financial Advisors
Iowa
$137K +$149K +1,638 New
SN
861
Sittner & Nelson
Oregon
$132K
PMFA
862
Plante Moran Financial Advisors
Michigan
$131K +$62.2K +683 +77%
BWL
863
Bogart Wealth LLC
Virginia
$127K
GFPC
864
Global Financial Private Client
Florida
$126K
BCMLT
865
Beacon Capital Management LLC (Tennessee)
Tennessee
$126K
WWP
866
WR Wealth Planners
Missouri
$126K
IBOK
867
Independence Bank of Kentucky
Kentucky
$124K -$4.37K -48 -3%
EI
868
Ellevest Inc
New York
$119K +$38.2K +419 +42%
KTC
869
Kistler-Tiffany Companies
Pennsylvania
$116K +$21K +231 +20%
PB
870
Pinnacle Bancorp
Nebraska
$111K +$8.38K +92 +7%
RIM
871
Rockbridge Investment Management
New York
$107K -$139K -1,530 -54%
GA
872
GoalVest Advisory
New York
$107K +$23.7K +260 +26%
TWM
873
Tradition Wealth Management
Minnesota
$98K
CCM
874
Covington Capital Management
California
$98K +$182 +2 +0.2%
WT
875
Whittier Trust
California
$97K

ITOT Hedge Fund Activity: Q2 2022 in Review

992 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2022, worth a combined $26.4B — down 3.4% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new ITOT positions and 81 closed out — a net gain of 6 holders — while 413 added to existing stakes and 325 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.41B. The largest seller was CFS Investment Advisory Services, cutting an estimated $371M.

  • 992 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2022, down from 1,001 in Q1 2022.
  • Funds reported $26.4B of iShares Core S&P Total US Stock Market ETF stock for Q2 2022, down 3.4% quarter-over-quarter.
  • 87 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2022 and 81 closed out, a net change of +6 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $1.41B added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $371M sold.

Based on aggregated 13F filings for Q2 2022.